Borrowing Against Your Portfolio: How to Raise Cash Without Triggering IRMAA

You need a large sum of cash.

Jul 8 • Jeff Martinez, CRPC®

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The First American Investment Was America Itself

What the founding of U.S. capital markets still teaches us, 250 years on.

Jul 3 • Jeff Martinez, CRPC®

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June 2026

What Is IRMAA?

The Medicare Surcharge That Catches High-Income Retirees Off Guard

Jun 26 • Jeff Martinez, CRPC®

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The SEC Wants to Hear From You on Semiannual Reporting

The SEC has proposed letting public companies report twice a year on a new Form 10-S instead of filing three quarterly 10-Qs.

Jun 25 • Jeff Martinez, CRPC®

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Walking on the Moon: The Psychology of the SpaceX IPO

The largest IPO in history is a test of investor psychology. Three kinds of investor will reach for the same stock, and the same handful of fears will…

Jun 11 • Jeff Martinez, CRPC®

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The Trillion-Dollar Door Swings Open

For two centuries, going public meant asking the market for permission to grow.

Jun 2 • Jeff Martinez, CRPC®

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April 2026

Nightmare on Medicare Street: How I Stopped Screaming and Started Smiling at 65

Picture it.

Apr 25 • Jeff Martinez, CRPC®

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March 2026

The Crypto Wars

A Blow to the Wall St Cartels

Mar 20 • Jeff Martinez, CRPC®

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February 2026

How Much Tipflation Really Costs Your Retirement Savings

Savvy investors scrutinize expense ratios, management fees, and tax efficiency.

Feb 17 • Jeff Martinez, CRPC®

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The Super Bowl Theory: When Football Meets Wall Street

Every February, investors and sports fans alike dust off one of Wall Street’s most entertaining indicators: the Super Bowl Indicator.

Feb 9 • Jeff Martinez, CRPC®

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How to Handle Market Volatility: Investment Advisor Insights

The silver market just saw its largest single-day volume spike in months.

Feb 3 • Jeff Martinez, CRPC®

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January 2026

The $1 Million Mistake: Why Your Stack Needs Special Estate Planning

The Stacking Phenomenon

Jan 27 • Jeff Martinez, CRPC®

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